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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,200 | $73,787+75.1% | $98,716+30.9% | $82,448+56.7% |
| Participation rate | 23.1% | 61.4%-38.3pp | 69.3%-46.2pp | 68.1%-45.0pp |
| Annual return | 18.52% | 18.57%0pp | 31.81%-13.3pp | 41.64%-23.1pp |
| Employer contribution / active EE | $526 | $1,511-65.2% | $2,279-76.9% | $2,551-79.4% |
| Participant deferral / active EE | $592 | $3,081-80.8% | $4,048-85.4% | $4,139-85.7% |
| Admin fee / account holder | $0 | $6,500-100.0% | $8,703-100.0% | $7,234-100.0% |